Developer Documentation

Summary: This section introduces the Developer Documentation for Cartularius Document Management (CDM). It explains how to automate folder creation, orchestrate file and folder operations with invocable actions, and integrate external systems with either Salesforce Files or Amazon S3 storage.

Cartularius Document Management (CDM) is a Salesforce AppExchange application that maps your Salesforce object model to an advanced folder hierarchy and serves as an interface between Salesforce and Amazon S3 for file storage.

This documentation is intended for Salesforce developers and technical architects who implement automation, integrations, and custom behavior on top of CDM.

Scope and boundaries (User vs Admin vs Developer)

This developer documentation focuses on Cartularius-specific development tasks, including:

• Automating file handling
• Integrating external systems
• Using CDM’s invocable actions and APIs

It is not a complete reference manual. For end-user workflows, see Getting Started for Users. For installation, setup, and system configuration, see Getting Started for Admins.

For general Salesforce development topics that are not specific to Cartularius, such as Apex language features, Flow fundamentals, Lightning Web Components, security model concepts, governor limits, authentication patterns, and integration best practices, refer to Salesforce’s official developer documentation.

What can you do as a developer with Cartularius?

With CDM, you can:

• Automatically create and maintain folder hierarchies for records (Auto Folder Creation / AFC)
• Implement record-lifecycle automation (create/rename/delete) via trigger integration points
• Build Flow automations using CDM invocable actions (create folder, move file, link/import ContentDocument, enforce restrictions, etc.)
• Integrate external systems to upload and download files via Salesforce Files and/or Amazon S3, depending on your deployment model

What this documentation covers

This documentation is organized into the following sections:

• Auto Folder Creation (AFC)
  How AFC works at runtime, how SObjects are enabled, and how to implement trigger entrypoints so custom objects participate in the same folder automation as standard objects.

• Invocable Actions
  A catalog of available CDM invocable actions plus guidance on using them in Flow to automate file and folder operations.

• External Integration
  Integration patterns for external software, including how to upload/download with Salesforce Files and how to upload/download with Amazon S3 (including security considerations and data-control implications).

Important to know

• CDM behavior is configuration-driven. Your org may behave differently depending on enabled features, AFC configuration, storage provider setup, and permissions.
• For custom objects, AFC typically requires both configuration enablement and trigger integration (so CDM can react to insert/update/delete events).

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